Full text of SAGEPOINT FINANCIAL, INC.'s X-17A-5 filed 2019-03-01 (period 2018-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
X-17A-5 0001311891 XXXXXXXX LIVE true false false 01-01-2018 12-31-2018 Broker-dealer N SAGEPOINT FINANCIAL, INC. 20 E THOMAS RD SUITE 2000 PHOENIX AZ 85012 David Schmidt 602-262-3301 Deloitte & Touche LLP 2901 N. Central Ave Suite 1200 Phoenix AZ 85012 Certified Public Accountant David Schmidt SAGEPOINT FINANCIAL, INC. 03-01-2019 David Schmidt Treasurer and Financial Operations Principal Y
Read the full text as markdown